POBCX Mutual Fund

POBCX Mutual Fund

NAV$10.95
See how much of POBCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.98%
3 Months
-1.24%
6 Months
+5.41%
YTD
+3.74%
1 Year
+5.45%
3 Years (annualized)
+9.54%
5 Years (annualized)
+2.69%
10 Years (annualized)
+4.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POBCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.74%
Peer Avg (YTD)
+2.46%
vs Peers
+1.28%

POBCX Mutual Fund Performance

POBCX performance across multiple time periods: 1-month -1.98%, YTD 3.74%, 1-year 5.45%, 3-year 9.54%, 5-year 2.69%, 10-year 4.87%.

POBCX returns outperform the peer average of 2.46% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

POBCX vs another fund shows side-by-side returns. POBCX alternatives are available in the Mutual Fund Screener.